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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,325 | $124,425-3.3% | $112,040+7.4% | $137,256-12.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 8.25% | 24.72%-16.5pp | 24.52%-16.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,969 | $3,411-42.3% | $2,954-33.4% | $4,156-52.6% |
| Participant deferral / active EE | $3,238 | $5,718-43.4% | $5,098-36.5% | $6,407-49.5% |
| Admin fee / account holder | $846 | $15,207-94.4% | $12,098-93.0% | $12,270-93.1% |